Steve is founder and owner of Kanoa Consulting providing financial services advice. Prior to moving to Switzerland in late 2018, he served as Chief Investment Officer & Executive Vice President at Bank of Hawaii in Honolulu. He managed an investment team there that oversaw over $7 billion USD of discretionary assets for institutional and high new worth clients. Prior to that he worked in the bank’s Treasury department managing the bank’s asset/liability analytics, investment portfolio, as well as collateral, liquidity, and F/X exposures.
Steve received his BA degree from Amherst College in Massachusetts and his MBA degree from the University of Hawaii at Mānoa. He also served on the board of CFA Society Hawaii for 12 years and as its President from 2011-2013. After having been an active volunteer for CFA Society Switzerland since arriving here, he joined the CFA Society Switzerland Board in 2020.